IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,286
New
Increased
Reduced
Closed

Top Buys

1
+$9.15M
2
+$8.25M
3
+$7.28M
4
HFRO
Highland Opportunities and Income Fund
HFRO
+$6.99M
5
MU icon
Micron Technology
MU
+$6.67M

Top Sells

1
+$11M
2
+$7.59M
3
+$6.6M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$3.85M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.77M

Sector Composition

1 Technology 6.08%
2 Financials 5.12%
3 Healthcare 4.98%
4 Consumer Discretionary 4.29%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3351
$4K ﹤0.01%
50
3352
$4K ﹤0.01%
171
-527
3353
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3354
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3355
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3356
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3357
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3359
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3360
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-6
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3363
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3364
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3365
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3369
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3370
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3371
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+2,000
3372
$4K ﹤0.01%
100
-164
3373
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+4
3374
$4K ﹤0.01%
272
3375
$4K ﹤0.01%
+74
133 134
135
136 137